Experienced & Skilled
our team
Our highly skilled staff are dedicated to helping you with your financial needs.
Matthew P. Johnson
Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, help to avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement.
Johnson Wealth and Income Management is committed to educating its clients and the community through workshops on topics related to more conservative investment alternatives. He resides in Hardy, IA with his wife, Sarah, and their four children, Naomi, Lydia, Jacob, and Solomon.
Amanda Johnston
Investment Advisor Representative
Amanda Johnston is an Investment Advisor Representative, Fiduciary and Matthew P. Johnson’s Partner Advisor at Johnson Wealth and Income Management. Her core values include honesty, integrity, and service with a grateful heart. Following Matthew’s example, Amanda’s primary focus is education. She is excited to share knowledge to help investors make smarter and more confident decisions. Amanda Johnston has been working in the financial services industry since 2013. Working side-by-side with Matthew, she recognizes the incredible opportunity to help as many people as possible. She strives to educate clients and provide resources to help execute a strategic retirement plan and create steadiness in an ever-expanding uncertain world.
“I’ve had the great privilege of working side by side with Matthew P. Johnson for over 5 years, and I bring a solid foundation of experience in Financial Services. I am wholly committed to adding value to our clients’ lives while they prepare, transition, and thrive in retirement. As your Fiduciaries, Matthew and I strive to take a team approach in service for you.”
Krystal Martin
Krystal Martin is the Director of Client Services here at Johnson Wealth and Income Management. She has 25 years of experience in the mutual fund and 401(k) field. She returned home to Iowa after 30 years to be closer to family. She has 3 grandchildren and is a loving mom to multiple fur babies. She and her husband enjoy motorcycle rides, spending time outside with the pups, and most importantly spending time with family and friends. Using her experience, coupled with her incredible work ethic, Krystal works to help ensure your client service needs are met, from beneficiary changed, to Roth conversions, or RMD distributions.
“I am a small-town girl with a huge heart. I will assist you with any questions you may have or changes that need to be made. I want you to feel 100% comfortable and confident with the firm and I am dedicated to taking care of YOU!”
Ashley Samuelson
Director of Marketing and Events
Ashley Samuelson is the Director of Marketing and Events at Johnson Wealth & Income Management. She joined Matthew’s team after finishing her degree in Business Administration. Ashley is passionate about helping and connecting with each person along the way. Whether you meet her at an event or through a phone call, she is most likely the first person you will work with. In her free time, Ashley and her daughter Violett, enjoy traveling, reading, and spending time with friends & family.
“Each person has a unique life path. I strive to take the difficulty out of moving forward and replace that with confidence. Hoping I can assist each person in big and small ways.”
Sue McQuillen
Client Liaison
“I have met some of the most amazing people as I have had the privilege to take your calls. I look forward ensuring that every opportunity to interact with you is helpful, courteous, and concludes with the most convenient outcome I can arrange. When I answer your call ‘Thank you for calling Johnson Wealth and Income Management’ I really mean it, and I pledge to demonstrate our entire team’s appreciation and dedication. I look forward to visiting with you and getting to know you!”
Madison Clarahan
“Welcome aboard! Jen and I will make sure this process is as painless and EASY as possible for you! We are excited and dedicated to helping you with this transition and look forward to meeting with you!”
Heather Higgins
Heather transitioned to Johnson Wealth and Income Management from her role at Transamerica, working with annuities. She strives to successfully build and maintain long-term relationships with clients and dedicates herself to the purpose of helping people achieve a lifetime of financial security. Outside the office, she treasures moments spent with her husband, Tony, and their daughter, Maci.
“Being good to people is a wonderful legacy to leave behind.”
Jen Curtis
Jen brings over 25 years of experience in the business and finance industry, to JWIM. She grew up on a farm in Northern Wisconsin & since moving to Iowa in 2006, she has found a deep love for the area. At home, Jen enjoys the company of her three cats and spends her free time reading, playing games, and doing puzzles. She also enjoys walking/hiking with her boyfriend and their furry companions.
“I am committed to making each client feel comfortable and confident in the transition of their funds, and their decision to come onboard with our team. Every day it is a priority for me to diligently follow-up on all transfers until they are where they belong and keep the client posted every step along the way. I am also here for any questions or concerns you may have on this journey!”